Vigilare Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,824
| Closed | -$244K | – | 106 |
|
|
2022
Q2 | $244K | Sell |
7,824
-15,840
| -67% | -$494K | 0.26% | 91 |
|
|
2022
Q1 | $975K | Sell |
23,664
-6,640
| -22% | -$274K | 0.8% | 31 |
|
|
2021
Q4 | $1.35M | Sell |
30,304
-605
| -2% | -$26.9K | 0.8% | 32 |
|
|
2021
Q3 | $1.31M | Buy |
30,909
+3,370
| +12% | +$143K | 0.81% | 32 |
|
|
2021
Q2 | $1.14M | Buy |
27,539
+3,716
| +16% | +$153K | 0.69% | 41 |
|
|
2021
Q1 | $922K | Buy |
+23,823
| New | +$922K | 0.65% | 40 |
|
|
2020
Q2 | – | Sell |
-48,898
| Closed | -$1.04M | – | 121 |
|
|
2020
Q1 | $1.04M | Sell |
48,898
-3,506
| -7% | -$74.4K | 1.24% | 22 |
|
|
2019
Q4 | $1.73M | Buy |
+52,404
| New | +$1.73M | 1.15% | 24 |
|